Itron provides smart metering, data analytics, and utility management solutions for water, electric, and gas utilities, enabling climate-resilient resource management and conservation.
Data updated Feb 15 · Source: Twelve Data
Itron is a leading provider of smart metering, grid management, and IoT solutions for water, gas, and electric utilities " positioning it squarely in the climate adaptation space. As extreme weather events strain aging infrastructure, utilities increasingly rely on Itron's technology for real-time monitoring, leak detection, and demand response, making it a meaningful play on grid resilience and water conservation.
Financially, the stock looks attractively valued at a P/E of 16.55 with solid EPS of $5.40, suggesting reasonable earnings power. However, the technical picture is concerning: shares are trading near 52-week lows at $89.36, down 29% over 90 days and well below the 50-day MA of $97.89. This sharp correction may reflect broader market rotation away from mid-cap industrials or concerns about utility capex timing.
Bull case: essential infrastructure modernization tailwind, reasonable valuation, and recurring revenue from networked solutions. Bear case: cyclical exposure to utility spending budgets, competitive pressure from larger players, and persistent downward momentum. The selloff may present an entry point for patient investors, but catching a falling knife warrants caution.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Itron Inc Website: https://www.itron.com Ticker: ITRI Categories: Climate Adaptation Stocks Market Data: - Current Price: $89.36 (-6.66%) - Change (30D): -3.77% - Change (60D): -8.08% - Change (90D): -29.05% - Change (180D): -21.12% - Change (1Y): -8.58% - Change (5Y): -12.55% - 52-Week High: $142.00 - 52-Week Low: $88.57 - 50-Day MA: $97.89 - Volume: 2.27M - P/E Ratio: 16.55 - EPS (TTM): $5.40
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